Institutional shares held 79.6 Million
0 calls
200 puts
Total value of holdings $5.27B
$0 calls
$13K puts
# of Institutions 378


Latest Institutional Activity in AVDV

Top Purchases

Q4 2024
Define Financial, LLC Shares Held: 250K ($16.5M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 1.52M ($100M)
Q4 2024
Paragon Advisors, LLC Shares Held: 147K ($9.73M)
Q4 2024
Kaufman Rossin Wealth, LLC Shares Held: 136K ($9.02M)
Q4 2024
Annex Advisory Services, LLC Shares Held: 552K ($36.5M)

Top Sells

Q4 2024
Lam Group, Inc. Shares Held: 8.68K ($574K)
Q4 2024
Mc Lean Asset Management Corp Shares Held: 29.3K ($1.94M)
Q4 2024
Baker Ellis Asset Management LLC Shares Held: 4.55K ($301K)
Q4 2024
Cypress Point Wealth Management, LLC Shares Held: 56.9K ($3.77M)
Q4 2024
Cva Family Office, LLC Shares Held: 15.9K ($1.05M)

About AVDV

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